AAPL Q2 Estimates

• lovemyipad

  

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  Posted: 25 April 2012 08:52 AM #376

  REVENUE ? Result $39.2 billion
  1st: Mark Moskowitz, J.P. Morgan ?Professional? $39.1 billion
  2nd: Turley Muller, Financial Alchmist ?Independent? $39.09 billion
  3rd: Hendir Susanto, Gablelli & Co. ?Professional? 30.04 billion
  Average ?The Best? $41.47 billion
  Average ?Independents? $42.81 billion
  Average ?Professionals? $36.95 billion

  EPS ? Result $12.30
  1st = Michal Contant, The Braeburn Group ?Independent? $12.29
  1st = Daniel Tello, Deagol?s AAPL Model ?Independent? $12.31
  3rd Luke Kittell, Apple Finance Board ?Independent? $12.34
  Average ?The Best? $12.49
  Average ?Independents? $12.76
  Average ?Professionals? $10.13

  iPhone Units Sold ? Result 35.1 million
  1st: Kulbinder Garcha, Credit Suisse Professional 35.19 million
  2nd = Gregg Thurman, The Braeburn Group ?independent? 35.2 million
  2nd = Navin Nagrani, Independent 35.0 million
  2nd = Daniel Tello Deagol?s AAPL Model ?Independent? 35.0 Million
  Average ?The Best? 35.07 million
  Average ?Independents? 37.17 million
  Average ?Professionals? 30.68 million

  iPad Units Sold ? Result 11.8 million
  1st: Michal Contant, The Braeburn Group ?Independent? 11.74 million
  2nd = Daniel Ernst, Hudson Square ?Professional? 12.0 million
  2nd = Gene Munster, Piper Jaffray ?Professional? 12.0 million
  Average ?Professionals? 11.96 million
  Average ?The Best? 12.77 million
  Average ?Independents? 13.23 million

  Gross Margin ? Result 47.4%
  1st: Gabriel Dubois, The Braeburn Group ?Independent? 46.6%
  2nd: Christian Peel, The Braeburn Group ?Independent? 46.2%
  3rd: Nicolae Mihalache, Traderhood ?indendent? 46.0%
  Average ?The Best? 45.2%
  Average ?Independents? 44.8%
  Average ?Professionals? 43.1%

  [ Edited: 26 April 2012 08:44 AM by lovemyipad ]      

• Mav

  

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  Posted: 25 April 2012 04:46 PM #377

  Mav - 23 April 2012 08:27 AM

  Heck, even li’l ol me already has a prelim set of fiscal Q3 estimates ready to go.  Which I won’t secure delete with a 99-pass wipe in anger if my approach to fiscal Q2 is mostly validated. 

  The good ol’ 35-pass secure delete will have to do!

  Signature

  The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
  AFB Night Owl Team™
  Thanks, Steve.

       

• lovemyipad

  

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  Posted: 26 April 2012 08:48 AM #378

  I went back and edited in GREEN our AFB buddies.  Don’t always recognize the “real” names.  Anyone else I missed?

       

• Tetrachloride

  

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  Posted: 04 July 2012 12:29 PM #379

  EDIT

  somebody delete this post please

  FY2012 Q3  July 3, 2010

__         Units  ASP  Revenue       
       
Mac        4600   1288    5925
iPod       6200    155     961
iPhone    30900    642   19838
iPad      19500    562   10959
iTunes                    2000
Peripherals                600
Software                   700

Total                    40983 

  Gross Revenue            40983
COGS                     22336
Gross Income             18647

GM                        45.5 %

OpEx                      3210
Operating Income         15437
OI & E                     160
PreTax                   15597  
Taxes                     3946  (25.3 %)
Net                      11651

Shares                     947

EPS                    $ 12.30 

  Transcribed from spreadsheet.